topic Difference between cumulative values in DAX Commands and Tips

Difference between cumulative values

apatwal — Fri, 25 Feb 2022 05:21:58 GMT

Hi,

I need help in creating DAX.

I have an requirement to work on Incremental Margin which is cumulative of Margin and want to plot difference of incremental margin.

I need that Incremental Margin for 2022 should subtract the 2021 Incremental Margin from the comparable week. E.g., For week of Jan 3, 2022, we need to calculate the week’s total incremental margin and then subtract the incremental margin from week of Jan 4, 2021.

below is the DAX which is used to create measure to calculate cumulative of Incremental Margin

Incremental Margin Cumulative =

CALCULATE(

SUM('table'[Incremental Margin]),

FILTER(

CALCULATETABLE(

SUMMARIZE(

'table',

'table'[YrMnthCode],

'table'[YearMonth]

ALLSELECTED('table')

ISONORAFTER(

'table'[YrMnthCode], MAX('table'[YrMnthCode]), DESC,

'table'[YearMonth], MAX('table'[YearMonth]), DESC

)

Let me know how can I build DAX for this.

Re: Difference between cumulative values

amitchandak — Fri, 25 Feb 2022 06:07:16 GMT

apatwal , You need have column like these in you date tbale, along with year and week

new columns
Week Start date = 'Date'[Date]+-1*WEEKDAY('Date'[Date],2)+1
Week End date = 'Date'[Date]+ 7-1*WEEKDAY('Date'[Date],2)
Week Rank = RANKX(all('Date'),'Date'[Week Start date],,ASC,Dense)
OR
Week Rank = RANKX(all('Date'),'Date'[Year Week],,ASC,Dense) //YYYYWW format

Then you can have week measures like

This Week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=max('Date'[Week Rank])))
Last Week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=max('Date'[Week Rank])-1))

Last year Week= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=(max('Date'[Week Rank]) -52)))

Last year Week= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=(max('Date'[Week Rank]) -53)))

This week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Week] = Max('Date'[Week]) ))
Last year same week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Week] = Max('Date'[Week])))

Re: Difference between cumulative values

apatwal — Fri, 25 Feb 2022 08:56:53 GMT

Hi amitchandak

Thanks for your reply!

Just to inform we don't have separate date table, date column is included in our dataset and we have millions of records in our dataset.

Re: Difference between cumulative values

amitchandak — Fri, 25 Feb 2022 14:05:55 GMT

apatwal , Try like

example

week Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Sales'[Date],-364,DAY))

This week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Table'),'Table'[Year]=max('Table'[Year]) && 'Table'[Week] = Max('Table'[Week]) ))
Last year same week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Table'),'Table'[Year]=max('Table'[Year])-1 && 'Table'[Week] = Max('Table'[Week])))

But My advice would be to get a date table added to the model. Things would be easy